Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Pershing Launches New Retirement Plan Oversight Tool: Portfolio Products
By Emily ZulzVestwell Partners also introduced a new retirement platform and Harvest added a new hub for practice management.
April 19, 2018
M&A Activity for RIAs Surges in Q1, Poised for Boffo YearBreakaway activity also accelerated after several high-profile exits from the broker protocol.
April 18, 2018
Snappy Kraken Aims to Change Bad Advisor-Video RelationshipThe advisor marketing firm's strategy: create professional, affordable video for advisors to use.
April 17, 2018
New York Attorney General Probes Cryptocurrency Trading PlatformsAG Eric Schneiderman wants major cryptocurrency platforms to provide disclosure about operations, internal controls and safeguards to protect customer assets.
April 17, 2018
On Tax Day, IRS' Online Filing FailsAn error message appears when users select the direct-pay option.
April 17, 2018
Rise of 'Gray' Divorce Forces Financial Reckoning After 50Many women let husbands make the long-term financial decisions, leaving them vulnerable when separation or death strikes.
April 17, 2018
New SEC Ad Promotes Background Checks of Investment ProfessionalsMore than 9 million new users have used Investor.gov since it launched in October 2009.
April 16, 2018
VanEck Launches Real Asset ETF as Inflation Hedge: Portfolio ProductsIn other product news, Research Affiliates launched a new smart beta strategy.